Job Summary (List Format):
- Handle incoming phone calls regarding service inquiries on Brokerage accounts
- Respond to client inquiries with high accuracy and efficiency
- Consistently meet department performance metrics
- Provide support for Brokerage Cash Management products and services
- Assist clients with Brokerage Online (client website) and Mobile app issues
- Address general account and financial-related inquiries
- Demonstrate professionalism and a commitment to world-class customer service
- Work effectively in a fast-paced team-oriented environment
- Multi-task and adapt quickly to changes in a busy financial service center
- Preference given to candidates with a college degree or previous contact center experience